THE MAT FINANCE AWARDS

2021 Winners

Congratulations

To Everyone who has WON AN AWARD THIS YEAR

MAT Finance Leader of The Year

Winner

Judy Brinson

Director of Business and Finance, Truro & Penwith Academy Trust

Judges' comments

Judy Brinson was nominated for this award due to her outstanding commitment to the highest quality financial management of a Trust meeting the needs of the most disadvantaged and vulnerable families in rural and coastal communities. The submission outlined how Judy has overcome monumental challenges for schools and their budgets to ensure the Trust has a healthy reserve, good financial security and budget plans for the future sustainability of the smallest schools. The range and scope of impact achieved under Judy’s leadership is truly inspirational. It has provided the Trust with strategic insight and impactful actions that have helped safeguard the provision and futures for children, as well as taking the agenda forward for the Trust and wider region. In her approach Judy exemplifies the Nolan principles, the basis of ethical standards expected of public office holders, and genuine system leadership to build a collaborative and self-improving sector which improves the life chances for all those served.

Highly commended runner-up

Helen Anderson

Director of Finance, Cambridge Meridian Academies Trust

MAT Finance Team of The Year

Winner

Boudica Schools Trust

Judges' comments

The finance team at Boudica Schools Trust were nominated for this award for their individual and collective outstanding contribution – and dedication – to the Trust, schools and the wider sector which goes above and beyond what would be expected. Outstanding features of this entry included a saving of £85,000 over three years by reviewing maths software provision across all the Trust’s primary schools, helping another local Trust implement their new finance system by sharing their knowledge and experience of setting the system up, and leading the way nationally on implementing e-invoicing. Also of note was being amongst the first to make use of the automatic uploads on the Annual Accounts Return (AAR) and a report from consultants specialising in procurement who were unable to identify any savings across a number of areas of non-pay, highlighting the diligence with which the finance team have consistently achieved the best value for money.

Highly commended runner-up

Bishop Wilkinson Catholic Education Trust

MAT Finance CHAMPION of The Year

Winner

David Clayton

CEO, Consilium Academies

Judges' comments

David Clayton was nominated for this award for his tireless work in ensuring all students within Consilium Academies have access to an equitable education. As part of this, he has championed the adoption of GAG pooling within the Trust, which helps drive value of equity across the Trust. Through his hard work, all members of the finance team (and wider teams) work with the values of equity and integrity at the forefront of everything they do. David is clearly an exceptional role model with a deep understanding of finance underpinned by his background as a Chartered Accountant. He has a keen eye for detail to ensure maximum resource makes its way into the schools and into classrooms, while always achieving value for money. The finance team feel empowered to suggest new methods, come up with new ideas that may help to streamline processes and make life easier for school-based staff.

MAT Finance Rising Star of The Year

Winner

Saffron Buckfield

Finance Apprentice, Leigh Academies Trust

Judges' comments

Saffron Buckfield began her role at Leigh Academies Trust as a finance apprentice in October 2020 and she was nominated for this award for her achievements which have spectacularly exceeded expectations and have led to a permanent contract. Described as indispensable, great under pressure and extremely resilient, Saffron introduced new systems and processes for capturing costs associated with the Covid-19 testing of students across 15 secondary academies which enabled leaders to manage testing budgets and for the CFO to present reports to the Trust Board. She also quickly became an expert user of the PS Financials accounting system, and now effectively ‘owns’ the whole purchase ledger process, as well as making numerous other contributions to the Trust. Overall, it was absolutely wonderful to read about Saffron’s success as an apprentice. This is just the sort of thing that Trusts should be doing – recognising and valuing talented young people.

MAT Finance Project of The Year

Winner

Diocese of Ely Multi-Academy Trust

Trust-wide Finance and Operating Model Transformation

led by Alex Duffety

Judges' comments

In January 2021 DEMAT rolled out its new financial operating model across all locations. This was the culmination of a finance and operating model transformation project, which began in Autumn 2019, was delayed slightly due to the pandemic and realised the Trust’s vision of a more aligned, sustained and strategic finance function. The new operating model includes localised hubs, centralised and outsourced invoice processing, revised financial reporting and a centre of expertise for compliance and reporting. Successfully delivering the project has allowed the Trust to benefit from the immediate operational improvements in financial reporting, consistency and decision-making, but also provided a sustainable platform for the Board to make critical strategic decisions about its future. What is particularly impressive about this project is the complete restructure from a decentralised model to a three-hub model, using existing staff, and the extensive range of benefits. The new model is 25% less expensive allowing a needs-led redeployment of resource into teaching and educational improvements.

Highly commended runners-up

PolyMAT

The New Way Forward

led by Mark Guest and Alexa Rendell

Red Kite Learning Trust

Electronic Procure to Pay

led by James Rant

MAT Finance Education Or Community IMPACT of The Year

Winner

SENDAT

Supporting Our Networks

led by Sue Prickett

Judges' comments

This nomination highlighted how, during the first lockdown and after RAG-rating all staff and learners for various SEND categories, the Trust CEO and finance team physically supported sourcing supplies and packing boxes filled with welfare items, food and learning resources. These went out to all pupil premium grant children and other identified families in the Trust as well as another large local school for Severe Learning Difficulties/Profound and Multiple Learning Difficulties. The team co-ordinated drops using the local authority minibus drivers who would usually transport the children. This showed huge initiative to deliver food parcels before Edenred’s scheme was put in place. Supporting the most disadvantaged, and putting children first, is at the heart of this submission. Other examples including working throughout the 2020 Christmas holidays to plan the rollout of onsite testing in SENDAT schools with guidance that had not been streamlined to be SEND specific, and establishing its own quality assurance so staff and families were secure in knowing they were entering safe spaces.

Outstanding Contribution to MAT Finance

Winner

Micon Metcalfe

Chief Financial Officer, The Diocese of Westminster Academy Trust

Judges' comments

Micon Metcalfe is a vastly experienced education executive leader with extensive knowledge of business support and operations. She is also an experienced Chief Financial Officer, a DfE accredited School Resource Management Adviser and a Fellow of the Institute of School Business Leadership. In recent times, Micon has used her expertise to the benefit of three MATs (also United Learning and Inspiration Trust) in both financial and operations leadership role. She is also experienced in change management and is interested in how school business professionals can contribute to the changing educational landscape. As a leading respected figure within the education finance area, Micon is a worthy recipient of this Outstanding Contribution award for promoting and championing the profession. Her technical knowledge (including around Integrated Curriculum Financial Planning) is exemplary and she is always the voice of reason when it comes to providing no-nonsense commentary on wider education/MAT funding or topical discussions.

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